How Case Managers Support Life Care Planning Excellence
"I’ve always had a passion for the legal field, but I never imagined my career would lead me to the specialized world of life care planning,” shared Brandi Turchi, Case Manager Supervisor at Mackenzie Life Care Planning, an IMS Legal Strategies Company. “The moment I heard Certified Life Care Planner Amy MacKenzie speak at a local event, I knew this was where I belonged.”
The case managers at MacKenzie Life Care Planning serve as important liaisons between our certified life care planning experts and the attorneys who rely on us to provide comprehensive care plans for their injured clients. Their expertise and dedication form the foundation of our operational excellence. Let’s delve behind the scenes and explore how they help deliver impactful outcomes for attorneys and their clients.
Bridging Collaboration Between Life Care Planning Experts and Attorneys
Case managers are often the first point of contact for attorneys seeking a life care plan for their injured or disabled clients. They gather and convey key information from the initial conversations to the life care planning expert, ensuring clear communication of case details.
While our life care planning experts focus on developing and delivering evidence-based care plans, case managers provide critical organizational and logistical support. From managing schedules to coordinating meetings and maintaining documentation, they ensure communication and collaboration at every step of the life care planning process.
The Life Care Planner’s Role and Objective
When catastrophic injuries occur, our certified life care planners work with personal injury attorneys to provide clear answers about their clients' future care needs and costs. They develop cohesive care plans addressing both immediate and long-term needs, offering detailed insights into the rationale, duration, frequency, and costs of required care.
Our experts achieve this through a systematic approach that includes:
Comprehensive Medical Record Review: Thoroughly examining the injured or disabled individual’s medical, therapy, and educational history to document current needs accurately.
Long-Term Care Assessment: Identifying ongoing medical, therapeutic, and support requirements essential for the individual’s well-being.
In-Depth Client and Family Consultations: Gaining critical insights through direct conversations with the injured individual and their family.
Collaboration with Treating Professionals: Confirming current treatments and projecting future medical needs based on expert recommendations.
Detailed Cost Analyses: Estimating the financial implications of future care using validated and reliable methodologies.
Expert Testimony: Clearly articulating findings during depositions and trials to support future care projections.
This comprehensive research and detailed understanding of an injury victim’s care needs result in personalized life care plans that attorneys can rely on to achieve the best outcomes for their cases. Our case managers support the expert’s essential work.
Case Managers’ Exceptional Support in Life Care Planning
Throughout the development of a life care plan, case managers facilitate communication between life care planning experts and attorneys, ensuring every detail is managed with precision and care. They provide consistent support to experts while addressing attorneys' questions, building trust and instilling confidence throughout the process.
Key responsibilities of case managers in supporting life care planning activities include:
Organizing and Managing Schedules: Structuring experts’ time to meet deadlines efficiently and complete tasks without interruptions.
Coordinating Interviews and Meetings: Facilitating discussions with attorneys, healthcare professionals, and injured individuals to gather critical information for life care plans.
Case Planning and Assessment: Collecting relevant records to ensure all case details are accurately considered in the life care plan.
Preparing and Maintaining Case Documents: Compiling essential resources, such as deposition and trial books, to ensure experts are fully prepared for testimony and reporting.
Communication Is Key
Clear and consistent communication is the foundation of every client relationship at MacKenzie Life Care Planning. Our case managers act as a bridge between individuals, keeping all parties informed about progress, addressing concerns, and meeting critical deadlines. By actively listening to client needs and providing timely updates, they ensure that the process runs smoothly and efficiently.
Meet Our Case Managers
Each case manager at MacKenzie Life Care Planning brings a personalized approach to their work, and a commitment to promoting the best outcomes for every case they handle.
Texas-Based Case Managers
Brandi Turchi
As a Case Manager Supervisor and certified paralegal, Brandi provides guidance to attorneys new to working with life care planners. She takes the time to explain the value of comprehensive life care plans for early discovery cases and offers streamlined solutions for time-sensitive cases, ensuring efficiency and quality at every step.
Madeline Overstreet
Madeline fosters clear communication by keeping clients updated on the progress of life care plans and addressing challenges collaboratively to find solutions. With her background as a scheduling paralegal, she excels in time management and organization, ensuring cases remain on track and reports are delivered timely.
Mitzi Beavers
Mitzi prioritizes accessibility and responsiveness, addressing client inquiries promptly and maintaining active communication. Her attentive and collaborative approach helps ensure the creation of high-quality life care plans.
Lindsay Brown
Lindsay specializes in streamlining processes and maintaining clear communication to ensure cases progress smoothly. Her meticulous attention to detail ensures that all required information is gathered and organized efficiently.
Tabitha Freeman
Tabitha’s proactive communication and problem-solving skills build trust and confidence with clients. Her ability to anticipate needs and provide timely support adds measurable value to the attorney-client experience.
Jill Patton
Jill brings a compassionate and strategic approach to case management, ensuring clients receive exceptional support while working with our team. Her attention to detail makes her a vital asset in delivering quality outcomes.
Louisiana-Based Case Manager
Kristie Silva
Kristie focuses on building strong relationships with firms from the outset, ensuring seamless communication and support. She checks in weekly with clients, providing consistent updates and reassurance that they can rely on her for the highest level of service.
North Carolina-Based Case Manager
Tricia Watkins
Tricia maintains open communication with clients, providing timely updates and managing expert witness communications throughout the case. Her organizational skills and focus on meeting deadlines ensure all documentation and reports are delivered efficiently.
A Rewarding Role
When asked, “What do you find most rewarding about your role as a case manager?”, the team shared a common appreciation for their work.
“Hands-down, the fellowship and collaborative work between our team and our clients. It’s very rewarding.”
“Seeing a case through from start to finish, knowing I provided my absolute best work and having our clients recognize and appreciate that.”
“The ability to make a meaningful difference. Coordinating all aspects of a case—from managing expert witness communication to ensuring clients receive the resources they need—creates a seamless process that leads to better outcomes.”
These insights highlight the genuine care and passion the case management team brings to every case. Their dedication truly makes a difference.
Life Care Planning Expertise When You Need It
At MacKenzie Life Care Planning, we understand the importance of having a reliable team to guide you through the life care planning process. From our certified experts to our case managers, we work together to provide clear, thorough care plans for your injured clients. Our shared commitment to excellence, collaboration, and compassion is the driving force behind every life care plan we create.
If you need a life care plan or are seeking answers to life care planning questions, please visit MacKenzieCLCP.com or call us at (903) 595-6777.
